EQUITY. BONUSES. BIG-PICTURE MONEY MOVES.
Financial Planner for Tech Professionals
From RSUs to retirement, work with a tech-focused financial planner to build a plan that grows with your career and your goals.
Your equity is just the beginning.
You’re not going to figure this out by crossing your fingers and hoping your RSUs magically morph into a retirement plan. (And, no, your company Slack is not a substitute for real financial guidance.)
Tech compensation isn’t built for one-size-fits-all advice, and your financial plan shouldn’t be either.
What you do need is a financial planner for tech professionals. Someone who truly gets how equity, bonuses, and career pivots work—and knows how to turn those moving parts into a clear, personalized strategy.
One that supports your goals, protects your peace of mind, and grows with you.
Stock Options ≠ Strategy
(That’s Where a Tech-Focused Financial Planner Comes In.)
Build
A personalized, future-forward financial plan that grows with your career (and your ambitions.)
Maximize
Every RSU, ISO, NSO, and ESPP with strategies built for tech comp complexity.
Balance
Growth with forward-thinking risk management—so today’s wins don’t cost tomorrow’s freedom.
Navigate
IPOs, exits, equity cliffs, and career pivots with confidence, not guesswork.
Our Services
Tailored Financial Planning for Tech Professionals
Retirement planning that evolves with your career
Think flexible, future-proof, and built around your actual lifestyle goals (not a generic savings number).
Equity compensation planning for ISOs, NSOs, RSUs & ESPPs
Know exactly what to sell, what to hold, and when to make your move.
Tax strategies for high earners with complex compensation
Keep more of what you earn with proactive planning, not just year-end scrambling.
Liquidity & diversification planning
Turn concentrated equity into a strategic, sustainable portfolio that still aligns with your risk tolerance.
FIRE & early retirement projections
Whether you want to coast at 40 or just work on your terms, we’ll help you map the path.
Scenario modeling for IPOs, layoffs, and life pivots
Because your plan should work even when life doesn’t go according to plan.
Investment management that aligns with your goals
Intentional portfolios. Zero guesswork.
Insurance & estate planning
Protection for the life—and legacy—you’re building.
Make every share, grant, and bonus work smarter.
We know the world of tech compensation.
At Family Legacy, we’re more than financial planners. We’re partners who understand the pace, pressure, and possibilities that come with a career in tech.
Equity compensation, variable income, tax strategy, early retirement goals… None of that fits into a “standard” financial plan. That’s why we don’t offer one. Instead, we offer thoughtful, personalized planning that helps you optimize what you’ve earned and build what’s next.
Whether you’re managing RSUs, mapping out career shifts, or planning for time freedom down the line, we’re here to bring clarity to your choices and confidence to your path.
No fluff. No judgment. Just smart guidance, tailored to your life and goals.
"They are always incredibly helpful and have handled our portfolio with care and expertise"
-Kellan Adkins